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2026

SEA Weekly: Capital Without Capture

·1643 words·8 mins
This week’s biggest Southeast Asia stories show a region attracting capital at scale while still struggling to keep enough value, capability, and resilience at home.

The Framework Layer Is Now the Kill Layer

·1739 words·9 mins
Microsoft’s own security team just found critical RCE in Microsoft’s own AI agent framework. The same flaw pattern shows up in Semantic Kernel, Claude Code, CrewAI, and LangChain. It is not a coincidence — it is a shared architectural assumption that was always wrong.